EVENTS:   Mining the Data - What the Iran Conflict Really Means for Oil - 3-month vs. 12-month Outlook - Kathleen Kelley/Queen Anne's Gate Capital - 19 Mar 26   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Hedgeye

Keith McCullough - Founder & CEO, Macro

Brian McGough - Retail

Bennett Cheer - Restaurants & Cannabis

Daryl Jones - Macro

Josh Steiner - Financials, Housing & Digital Assets

Tom Tobin - Healthcare

Jay Van Sciver - Industrials & Materials

Neil Howe - Demography

Andrew Freedman - Communications & Software

Felix Wang - Global Tech

David Salem - Capital Allocation

Sean Jenkins - Gaming, Lodging & Leisure

Daniel Biolsi - Consumer Staples

Howard Penney - Risk Management

Fernando Valle - Energy

Paul Glenchur - Telecom & Media Policy

JT Taylor - Macro Policy

Emily Evans - Health Policy

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New Street Research

Iain Johnston - Managing Partner

James Ratzer - Communication Services / Europe

Chris Hoare - Communication Services / Asia & EMEA

Jonathan Chaplin - Communication Services / US

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Westlake International

Ellen Huang - Founder

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Channel Checks

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Technology

Blue Lotus Research Institute

Eric (Tianli) Wen - CEO & Head of Research

Ying Pan - CFO & Chief Compliance Officer

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Fundamental

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Hedgeye

Keith McCullough - Founder & CEO, Macro

Brian McGough - Retail

Bennett Cheer - Restaurants & Cannabis

Daryl Jones - Macro

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New Street Research

Iain Johnston - Managing Partner

James Ratzer - Communication Services / Europe

Chris Hoare - Communication Services / Asia & EMEA

Jonathan Chaplin - Communication Services / US

Corporate Credit

Equities

Emerging Markets

Europe

UK

US

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Sector Specialist

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Telecoms

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Westlake International

Ellen Huang - Founder

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Emerging Markets

China

US

Channel Checks

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Technology

Blue Lotus Research Institute

Eric (Tianli) Wen - CEO & Head of Research

Ying Pan - CFO & Chief Compliance Officer

Equities

China

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Japan

Korea

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Long / Short Ideas

Sector Specialist

Consumer Discretionary

Energy

Media

Technology